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Mastering Quickbooks Online
Welcome!
Welcome video from Yasnay Montalvo, Founder of Micro-Business Catalyst
Course Overview
Introduction
Choose you QBO Subscription
Sign up/Account Creation
Business view VS. Accountant view
1 | Getting Started with Quickbooks Online
1.1 | Tour the Interface
1.2 | Account and Settings
1.3 | Add the company information
2 | Quickbooks Online Implementation
2.1 | Connect Bank Accounts and Credit Cards
2.2 | Work with the Chart of Accounts
2.3 | Set up sales tax
2.4 | Add services
2.5 | Bundles
3 | Customers, Vendors, & Employees
3.1 | Create and edit customers
3.2 | Create and edit vendors
3.3 | Create projects
3.4 | Add & edit users
3.5 | Invite Accountant
4 | Everyday tasks. Money In
4.1 | Create estimates
4.2 | Create Invoices
4.3 | Create sales receipts for cash sales
4.4 | Record customer transactions
4.5 | View reminders for overdue invoices
4.6 | Send statements to customers
4.7 | Record bank deposits
4.8 | Record credit card charges
4.9 | Enter time worked
5 | Everyday tasks. Money out
5.1 | Record purchase orders
5.2 | Record vendor bills
5.3 | Pay vendor bills
5.4 | Print checks
5.5 | Record billable expenses
6 | Work with Bank Accounts
6.1 | Banking features and settings
6.2 | Classify transactions from banking
6.3 | Set up bank rules
7 | Other Financial tasks
7.1 | Pay sales tax
7.2 | Record depreciation
8 | Reports and Financial Information
8.1 | Run reports
8.2 | Customize and memorize reports
8.3 | Review info in the dashboard
8.4 | Search for information
9 | Inventory
9.1 | Create Inventory Products
9.2 | Import Inventory
9.3 | Track and reorder inventory
9.4 | Record inventory adjustments
10 | Special case handling
10.1 | Issue refunds
10.2 | Handle customer credits
10.3 | Void transactions
10.4 | Apply discounts
10.5 | Make items inactive
10.6 | Assess late fees and finance charges
10.7 | Automate recurring transactions
Bonus
QuickBooks Online Assessment/Diagnostic
2.3 | Set up sales tax
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